Source: SiliconANGLE
Agentic AI's continuous reasoning workloads are creating persistent heat loads that make traditional liquid-cooled GPU clusters economically and operationally untenable, forcing enterprises to reconsider CPU-forward architectures they'd largely abandoned. Data center planners are now calculating power budgets and cooling capacity as hard limits on deployment scale, which favors the distributed, lower-TDP processing model that CPUs enable. The shift threatens GPU supply chain dominance and opens a competitive window for chip makers like Intel and AMD in enterprise infrastructure.